Schwab S&P 500 Index Portfolio AAPL Holdings History
Schwab S&P 500 Index Portfolio's Apple Inc Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 775,995.00 shares of Apple Inc(AAPL), totaling $172.37 Mil. This investment constitutes 7.02% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. And since then Schwab S&P 500 Index Portfolio has made 9 purchases of AAPL, at an average price of $134.44, for a total of 1.25 Mil shares. In addition, there have been 4 sales at an average price of $172.89 for 469,894.00 shares. Based on historical transaction data and AAPL's current price of $214.39, Schwab S&P 500 Index Portfolio's estimated gain on his AAPL holdings is $80.10 Mil, reflecting a 47.82% gain to date.
Schwab S&P 500 Index Portfolio AAPL ($214.39) Holding Chart
Schwab S&P 500 Index Portfolio AAPL ($214.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
